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I am a federal employee age 50, next month, and will be retiring with 24 years service, special category. Part...

My client has IRA and 401k money. We know about rmd’s on IRA’s. But, she is working full time and...

What happens in a situatuion such as this???? could someone give me a detailed answer???

If a plan participant rolls a 401k company plan over and creates an IRA if the custodian sends two (2)...

Ok, my mom died in June of this year. She was 73. She was taking out her rmd on a...

I realize we are just getting the analysis of the suspension of RMDs for 2009. However, I thought people might...

I hope someone here can answer the following question for me. My father passed away on December 5, 2008 at...

In order for a distribution to qualify as a lump-sum distribution (LSD) the entire plan balance must be withdrawn in...

Thanks for the benefit of your expertise, Alan. This is the only place where I’ve been able to get a...

I rolled a 401k account over to a Traditional IRA, earlier this year. The 401k was partially funded with after-tax...